Hide journal fields on Workspace forms

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Disable journal fields on Workspace forms so that work notes and comments only appear in the Activity Stream.

    Before you begin

    Hiding journal fields is not supported for new records. New records display journal input fields because Activity Stream doesn't display. ​

    Role required: admin

    Procedure

    1. Navigate to All > Now Experience Framework > Configuration Settings > UX View Rules Configurations.
    2. Select the Workspace Experience that contains the record page with the work notes you want to hide.
    3. Select a Workspace View Rule from the Workspace View Rules related list.
    4. On the View Rule form, select the Form Settings tab.
    5. In the Form Settings tab, select Hide Journal Input Fields.
    6. Select Update.